April 25, 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, Groundhog Day came early in […]
ANNUAL LETTER TO CLIENTS Greetings from Rochester. We hope you are off to as strong start in 2024 as Nvidia […]
January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating over 200% as AIbecame mainstream. […]
Please click the button below to download a PDF of the most recent newsletter. Wrapping up 2023 Financial Updates Each […]
Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 when he lost to Brock […]
Please click the button below to download a PDF of the most recent newsletter. Mid-Year Update We started 2023 in […]
I spent the month of July putting together my thoughts on our largest portfolio holding, Nvidia. As an owner of this business, I think it would be well worth the time to read this document to better understand our position and our team's thinking about how to proceed.
Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with the seven largest components of […]
Please click the button below to download a PDF of the most recent newsletter. TEAM UPDATES AND COMMUNICATIONS Attentive subscribers […]
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
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